See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,495 | $49,922+199.5% | $80,569+85.5% | $75,163+98.9% |
| Participation rate | 38.7% | 55.3%-16.6pp | 67.0%-28.3pp | 67.2%-28.5pp |
| Annual return | 10.71% | 34.69%-24.0pp | 935.43%-924.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $915 | $1,698-46.1% | $2,723-66.4% | $2,670-65.7% |
| Participant deferral / active EE | $4,586 | $2,990+53.4% | $4,447+3.1% | $4,125+11.2% |
| Admin fee / account holder | $1,839 | $3,577-48.6% | $5,377-65.8% | $5,651-67.5% |